elderly couple sit together next to a calculator looking over finances while they plan their estate

Your Guide to Estate Planning

Your Guide to Estate Planning How do you begin the Estate Planning process? This guide covers everything you need to know, including often-missed elements you don’t want to forget. Not the Time to DIY If you’re a “do-it-yourselfer” by nature, know that this is not the time to rely on your DIY skills. Probate and…

Estate Planning Checklist

ESTATE PLANNING CHECKLIST

Estate Planning Checklist 10 Things to Do to Get Your Estate Plan in Order   We’ve all heard the saying, “Failing to plan is planning to fail,” which is applicable to many areas of life, especially when it comes to getting your estate plan in order. Regardless of if you have a modest collection of…